Tax and Financial Planning

Inheritance Tax is not just an issue that affects the wealthy. With increasing property prices many people may find that their estates would exceed the Inheritance Tax threshold. At Symes Bains Broomer we can give general advice on ways to minimise your Inheritance Tax liability, whether that is through lifetime gifts / trusts or within the creation of your Will. We also have significant expertise in advising business owners and those in the agricultural sector in respect of tax reliefs and tax planning.

Unfortunately, we are unable to offer more specific financial and investment advice, which tends to be offered by specialist accountants or financial advisors. We would work closely with your own professional advisor or, should you not have your own, we have very strong links with accountants and financial advisors in the local area who we can work with to ensure that your needs are fully met.